Proof

How Ecoversal's platform and services are being used across real retrofit programmes.

Managing Agent Pilot example / anonymised

Challenge

A regional managing agent was running multiple retrofit programmes using spreadsheets, email, and disconnected tools — leading to compliance gaps, missed deadlines, and poor visibility across their portfolio.

What we did

Deployed Ecoversal Hub as the central operational layer — CRM for lead management, Agent Portal for project tracking, and the Installer App for on-site delivery. Provided compliance management services alongside the platform.

Outcomes

  • Reduced admin overhead by consolidating tools
  • Compliance packs generated automatically
  • Real-time portfolio dashboards for board reporting
  • Installer performance visibility across all projects
Social Housing Landlord Pilot example / anonymised

Challenge

A housing association needed to deliver energy efficiency improvements across a large portfolio but lacked the operational infrastructure to manage multiple installers, track compliance, and report to funders.

What we did

Ecoversal provided programme mobilisation services and deployed the Hub for installer coordination, compliance tracking, and funder reporting. The installer network was onboarded and managed through the platform.

Outcomes

  • Programme mobilised within weeks
  • Centralised installer management and QA
  • Automated funder reporting packs
  • Full audit trail for every property
Installer Network Pilot example / anonymised

Challenge

A growing installer business was struggling to manage jobs across multiple managing agents — different processes, different reporting requirements, and no single view of their pipeline.

What we did

Onboarded onto the Ecoversal network with the Installer Mobile App. Standardised job management, compliance checklists, and photo evidence across all programmes.

Outcomes

  • Single app for all programme work
  • Reduced paperwork and rework
  • Clear performance scoring and feedback
  • Access to a steady pipeline of vetted projects
Private Landlord Portfolio Pilot example / anonymised

Challenge

A private landlord with multiple properties needed to assess eligibility across their portfolio, coordinate installations, and maintain compliance documentation for each property.

What we did

Used Ecoversal's CRM for portfolio-level eligibility assessment and the Hub for managed delivery — from survey to sign-off, with compliance documentation generated automatically.

Outcomes

  • Portfolio-wide eligibility mapping
  • Managed delivery from survey to sign-off
  • Compliance documentation per property
  • Energy performance improvements tracked

These examples reflect pilot engagements and are anonymised. Confirmed case studies will be published as programmes complete.

Projects delivered
Installers in network
Compliance packs
Programmes supported

Stats will be updated as confirmed figures are available.

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